Civic Intelligence

Phi Kappa Psi

990 • Fiscal year 2021 • EIN 23-7386398

Aug 01, 2020 to Jul 31, 2021 • Filed on Aug 23, 2021

Organization Profile

View Organization Page

C/O Swisher Johnson PO Box 1489Lexington, VA 24450

(540) 463-7131

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

37th percentile

0.01x

Higher debt load relative to assets than 37% of similar nonprofits.

2021 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

33rd percentile

0.01x

Higher debt load relative to revenue than 33% of similar nonprofits.

2021 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2021

Net Margin

79th percentile

27%

Higher net margin than 79% of similar nonprofits.

2021 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2021

Asset Growth

95th percentile

69%

Faster asset growth than 95% of similar nonprofits.

2021 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

34th percentile

3.8%

Faster revenue growth than 34% of similar nonprofits.

2021 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$570,689

Up $233,441 (+69%) from 2020

Net Assets

Up

$567,727

Up $232,694 (+69%) from 2020

Liabilities

Up

$2,962

Up $747 (+34%) from 2020

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin79th percentile

Revenue

Up

$550,683

Up $19,999 (+3.8%) from 2020

Expenses

Down

$401,955

Down $110,440 (-22%) from 2020

Net Income

Up

$148,728

Up $130,439 (+713%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2020: $337,248Liabilities 2020: $2,215Net Assets 2020: $335,0332020Assets 2021: $570,689Liabilities 2021: $2,962Net Assets 2021: $567,7272021Assets 2022: $589,250Liabilities 2022: $2,263Net Assets 2022: $586,9872022Assets 2023: $589,578Liabilities 2023: $916Net Assets 2023: $588,6622023Assets 2024: $675,558Liabilities 2024: $0Net Assets 2024: $675,5582024

Highlighted filing

2021

Assets$570,689
Liabilities$2,962
Net Assets$567,727
Open 2021 Filing

Operations Trend

Revenue Growth34th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$800K$600K$400K$200K$0-$200KRevenue 2020: $530,684Expenses 2020: $512,395Net Income 2020: $18,2892020Revenue 2021: $550,683Expenses 2021: $401,955Net Income 2021: $148,7282021Revenue 2022: $613,985Expenses 2022: $499,760Net Income 2022: $114,2252022Revenue 2023: $596,569Expenses 2023: $604,648Net Income 2023: -$8,0792023Revenue 2024: $585,788Expenses 2024: $544,860Net Income 2024: $40,9282024

Highlighted filing

2021

Revenue$550,683
Expenses$401,955
Net Income$148,728
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2020 to Jul 31, 2021
Signed
Aug 23, 2021
Return Version
2020v4.0
Gross Receipts
$550,683
Mission and Program Overview

Mission

College fraternity house corporation

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$312,133$411,229▲ $99,096
Cash and Non-Interest-Bearing Accounts$24,359$33,465▲ $9,106
Savings and Temporary Cash Investments$756$5,282▲ $4,526
Total Assets$337,248$570,689▲ $233,441
Other Assets Total-$120,713-
Liabilities
Other Liabilities$2,215$2,962▲ $747
Total Liabilities$2,215$2,962▲ $747
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$315,033$547,727▲ $232,694
Net Assets With Donor Restrictions$20,000$20,000→ $0
Total Net Assets Fund Balance$335,033$567,727▲ $232,694
Total Liabilities and Net Assets / Fund Balance$337,248$570,689▲ $233,441

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$120,713--
Compensation and Service Providers
Top Officer Pay87th percentile

Board Members and Trustees

NameTitle
Duncan KlinedinstPresident
Brandon AllredAssistant Tr
Robert ClaiborneSecretary
Jj SmithTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$535,542
Investment Income
$15,141
Other Revenue
$0
Change in Net Assets
$148,728
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$295,781
Salaries, Compensation, and Employee Benefits$106,174
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$98,370
Payroll Taxes---$7,804
Other Expenses---$3,579
Fees for Services Accounting---$3,127
Insurance---$1,232
All Other Expenses---$528
Total Functional Expenses$0$0$0$401,955
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Taxes Payable$2,962
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The tax return is first reviewed by either the president or the treasurer. If no discrepancies or irregularities are noted, the return is filed. Should issues arise during the initial review, the return is subsequently forwarded to the other individual, if the issue cannot be resolved after the second review, the return is then reviewed by the entire board”

Form 990, Page 6, Part VI, Line 12C

“Any cash disbursement to a board member, other than routine reimbursements for travel and incidental expenses must be approved by the board. Travel and incidental expenses must be substantiated by acceptable documentation, i.e. Receipt or similar proof of expenditure prior to reimbursement”

Form 990, Page 6, Part VI, Line 19

“Governing documents are available upon request”

Filing and Contact Details

Filer

Filer Name
Phi Kappa Psi
EIN
23-7386398
Phone
5404637131
Address
C/O SWISHER JOHNSON PO BOX 1489, LEXINGTON, VA 24450

Signing Officer

Name
Jj Smith
Title
Treasurer
Phone
5404637131
Signed
2021-08-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jj Smith
Voting Board Members
3
Independent Board Members
3
Employees
3

Preparer

Firm
Swisher & Johnson Cpas Plc
Address
PO DRAWER 1489, LEXINGTON, VA 24450
Preparer
Susan H Johnson CPA
Phone
5404637131
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Provide room and board, supervision, and alumni contacts for undergraduate members of a local chapter of a national fraternal organization on the campus of an educational institution”

Form 990, Part XI, Line 9

“Unrealized gain on investments 83,966”

Raw XML Appendix274 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/ActivitiesConductedPrtshpInd0false
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
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IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
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IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/Form990TFiledInd0true
IRS990/FormerOfcrEmployeesListedInd0false
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IRS990/GainOrLossGrp/OtherAmt011756
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt011756
IRS990/GrossReceiptsAmt0550683
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InitiationFeesAndCapContriAmt0535542
IRS990/InsuranceGrp/TotalAmt01232
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03385
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt03385
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0312133
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0411229
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
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IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0335033
IRS990/NetAssetsOrFundBalancesEOYAmt0567727
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt011756
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt011756
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0315033
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0547727
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt0120713
IRS990/OtherChangesInNetAssetsAmt083966
IRS990/OtherExpensesGrp/Desc0ROOM FEES
IRS990/OtherExpensesGrp/Desc1CHAPTER BUDGET
IRS990/OtherExpensesGrp/Desc2UTILTIES
IRS990/OtherExpensesGrp/Desc3SERVICE FEES
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IRS990/OtherExpensesGrp/TotalAmt1103204
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IRS990/OtherLiabilitiesGrp/BOYAmt02215
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IRS990/OtherSalariesAndWagesGrp/TotalAmt098370
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/TotalAmt07804
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JJ SMITH
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0DUE FROM MEMBERS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0535542
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TAX RETURN IS FIRST REVIEWED BY EITHER THE PRESIDENT OR THE TREASURER. IF NO DISCREPANCIES OR IRREGULARITIES ARE NOTED, THE RETURN IS FILED. SHOULD ISSUES ARISE DURING THE INITIAL REVIEW, THE RETURN IS SUBSEQUENTLY FORWARDED TO THE OTHER INDIVIDUAL, IF THE ISSUE CANNOT BE RESOLVED AFTER THE SECOND REVIEW, THE RETURN IS THEN REVIEWED BY THE ENTIRE BOARD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANY CASH DISBURSEMENT TO A BOARD MEMBER, OTHER THAN ROUTINE REIMBURSEMENTS FOR TRAVEL AND INCIDENTAL EXPENSES MUST BE APPROVED BY THE BOARD. TRAVEL AND INCIDENTAL EXPENSES MUST BE SUBSTANTIATED BY ACCEPTABLE DOCUMENTATION, I.E. RECEIPT OR SIMILAR PROOF OF EXPENDITURE PRIOR TO REIMBURSEMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UNREALIZED GAIN ON INVESTMENTS 83,966
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
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IRS990/USAddress/ZIPCd024450
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JJ SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05404637131
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI KAPPA PSI
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0VIRGINIA BETA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0PHIK
ReturnHeader/Filer/EIN0237386398
ReturnHeader/Filer/PhoneNum05404637131
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O SWISHER JOHNSON PO BOX 1489
ReturnHeader/Filer/USAddress/CityNm0LEXINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd024450
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201684249
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SWISHER & JOHNSON CPAS PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO DRAWER 1489
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEXINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd024450
ReturnHeader/PreparerPersonGrp/PhoneNum05404637131
ReturnHeader/PreparerPersonGrp/PreparationDt02021-08-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN H JOHNSON CPA
ReturnHeader/ReturnTs02021-09-14T08:59:21-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JJ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SMITH
ReturnHeader/TaxPeriodBeginDt02020-08-01
ReturnHeader/TaxPeriodEndDt02021-07-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$570,689
Liabilities
$2,962
Net assets
$567,727
Revenue
$550,683
Expenses
$401,955
Net income
$148,728
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.76$0.00$6.76$5.86$5.45$0.41
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.90$0.01$5.89$5.97$6.05$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.89$0.02$5.87$6.14$5.00$1.14
2021Detailed filing. Detailed filing data is available for this year.$5.71$0.03$5.68$5.51$4.02$1.49
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.37$0.02$3.35$5.31$5.12$0.18